Tracking Placements:
You can track placements against consultants
or Requirements just by right clicking on Consultant
record or Requirement record, Select Status.
- Select the Sub-Type from the lookup list.
- Type descriptive Subject or select from the
lookup.
- Type Notes to add details about the note.
- Placement of a Consultant is tracked against the
Requirement belonging to a Contact.
- Select Ok to save it.